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6721 Columbia Gateway Drive Suite 100, Columbia, MD 21046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-05-17 |
Branch Locations
6721 Columbia Gateway Drive Suite 100, Columbia, MD 21046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Columbia | MD | 03/2015 | 06/2026 |
| Mml Investors Services | Columbia | MD | 03/2015 | 06/2026 |
| Tribridge Partners Financial Llc | Columbia | MD | 05/2024 | Present |
| Mma Securities, Llc | Columbia | MD | 06/2026 | Present |
| Marsh Mclennan Agency | Columbia | MD | 06/2026 | Present |
(1) NAME: TRIBRIDGE PARTNERS FINANCIAL LLC INV REL: Y ADDR: 6721 COLUMBIA GATEWAY DR, SUITE 100, COLUMBIA, MD 21046 NATURE: PROVISION OF ADVISORY SERVICES TO CLIENTS THROUGH IRIA POSITION: ADVISOR START DATE: 5/16/2024 NO. HR/MO: 120 NO. HR/MO DURING SEC TRADING: 120 DUTIES: PROVIDE FINANCIAL ADVICE AND PLANNING SERVICES TO CLIENTS (2) The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework. (3) Name: Knights of Columbus, Inv Rel: Y Addr: 15661 Norbeck Blvd, Silver Spring MD 20906, Nature: Catholic Charitable Organization, Position: Treasurer, Start Date: 2/15/2024, No Hr/Mo: 2 No Hr/Mo Dur Trading: 0 Duties: Make deposits, write checks, report on bank balances and investment balances. The role does not make investment choices or recommendations but will provide statements at the semiannual audit and also provide a balance update at the monthly meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-11 |
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